All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2010-09-09💬 to Mon 2026-06-22 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| VOO × |
+5.87%
2026-06-22 |
+21.58%
2026-06-22 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| TIBIX × |
+13.37%
2026-06-22 |
+31.77%
2026-06-22 |
||||
| Thornburg Investment Income Builder Fund - Class I Mutual Fund | ||||||
| VFIAX × |
+5.89%
2026-06-22 |
+21.50%
2026-06-22 |
||||
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | ||||||
| VYM × |
+7.75%
2026-06-22 |
+20.12%
2026-06-22 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VTV × |
+11.04%
2026-06-22 |
+23.57%
2026-06-22 |
||||
| Vanguard Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2010-09-09💬 to Mon 2026-06-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VOO × |
+485.91%
+11.85%/yr |
+10.77%/yr
(R2=0.970) |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| TIBIX × |
+219.46%
+7.64%/yr |
+5.17%/yr
(R2=0.854) |
||||
| Thornburg Investment Income Builder Fund - Class I Mutual Fund | ||||||
| VFIAX × |
+484.85%
+11.84%/yr |
+10.75%/yr
(R2=0.970) |
||||
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | ||||||
| VYM × |
+340.14%
+9.84%/yr |
+8.28%/yr
(R2=0.946) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VTV × |
+342.06%
+9.87%/yr |
+8.56%/yr
(R2=0.951) |
||||
| Vanguard Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2010-09-09💬 to Mon 2026-06-22 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VOO × |
$10,000.00
2010-09-09 |
$58,591.12
2026-06-22 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| TIBIX × |
$10,000.00
2010-09-09 |
$31,946.48
2026-06-22 |
||||
| Thornburg Investment Income Builder Fund - Class I Mutual Fund | ||||||
| VFIAX × |
$10,000.00
2010-09-09 |
$58,485.18
2026-06-22 |
||||
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | ||||||
| VYM × |
$10,000.00
2010-09-09 |
$44,014.12
2026-06-22 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VTV × |
$10,000.00
2010-09-09 |
$44,206.12
2026-06-22 |
||||
| Vanguard Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2010-09-09💬 to Mon 2026-06-22 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VOO × |
−1.96%
from 2026-06-02 peak |
−33.95%
2020-03-23 from 2020-02-19 peak |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| TIBIX × |
−0.59%
from 2026-06-02 peak |
−34.98%
2020-03-23 from 2020-01-17 peak |
||||
| Thornburg Investment Income Builder Fund - Class I Mutual Fund | ||||||
| VFIAX × |
−1.94%
from 2026-06-02 peak |
−33.78%
2020-03-23 from 2020-02-19 peak |
||||
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | ||||||
| VYM × |
−1.33%
from 2026-06-02 peak |
−35.39%
2020-03-23 from 2020-01-17 peak |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VTV × | — |
−36.94%
2020-03-23 from 2020-01-17 peak |
||||
| Vanguard Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Period ending Mon 2026-06-22 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| VOO × | +21.58% |
+31.13% +14.51%/yr |
+60.99% +17.20%/yr |
+52.33% +8.78%/yr |
+203.01% +11.72%/yr |
|
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| TIBIX × | +31.77% |
+57.53% +25.51%/yr |
+81.73% +22.03%/yr |
+72.93% +11.58%/yr |
+139.35% +9.12%/yr |
|
| Thornburg Investment Income Builder Fund - Class I Mutual Fund | ||||||
| VFIAX × | +21.50% |
+31.06% +14.48%/yr |
+60.95% +17.19%/yr |
+52.25% +8.77%/yr |
+202.55% +11.71%/yr |
|
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | ||||||
| VYM × | +20.12% |
+31.27% +14.57%/yr |
+49.51% +14.35%/yr |
+42.25% +7.30%/yr |
+118.31% +8.12%/yr |
|
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VTV × | +23.57% |
+32.00% +14.89%/yr |
+51.37% +14.82%/yr |
+45.00% +7.72%/yr |
+137.94% +9.06%/yr |
|
| Vanguard Value Index Fund ETF Shares Exchange-Traded Fund | ||||||